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Apr 15, 2013
04/13
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CNBC
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tell us who you think won the debate as well. tweet us @cbsfastmoney. we'll have the results at the end of the show. >>> as we head to the break, let's look at the nasdaq. the worst day of the year. we showed you how it was outpacing the other averages to the downside. there's a look at the chart. pictures don't lie. down 1.5%. next up on "the half," what will this big sell-off in commodities mean for stocks? jack caffrey oversees $900 billion in assets, and he's here with his take. are you still sleeping? just wanted to check and make sure that we were on schedule. the first technology of its kind... mom and dad, i have great news. is now providing answers families need. siemens. answers. so you want to protect your place from burglars? buy a lock. buy a dog. mow the lawn. get a sign. hang curtains. plant something thorny. buy another lock. and, of course, talk to farmers. hi. hi! ♪ we are farmers bum - pa - dum, bum - bum - bum - bum ♪ [ agent smith ] i've found software that intrigues me. it appears it's an agent of good. ge has wired their medic
tell us who you think won the debate as well. tweet us @cbsfastmoney. we'll have the results at the end of the show. >>> as we head to the break, let's look at the nasdaq. the worst day of the year. we showed you how it was outpacing the other averages to the downside. there's a look at the chart. pictures don't lie. down 1.5%. next up on "the half," what will this big sell-off in commodities mean for stocks? jack caffrey oversees $900 billion in assets, and he's here with...
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64
Feb 20, 2013
02/13
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CNBC
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tweet us using the hash tag bull or hash tag bear. we will have the results at the end of today's show. case closed there. >>> let's trade the home builders. taking a hit today following toll's earnings. pete, give me a read on the space. you heard the argument which can be used towards a number of these names. where do you go from here? >> other than toll, if you look at the volumes, you're talking about very low volume. that tells me institutional folks are not bailing out on this trade. the trade today is just a lot of smaller folks trying to get out of some of these positions. they've had a great run to the upside. now they're getting out of some of their positions. if we saw more volume i would be more concerned. i'm not concerned with the volume today. i agree with murphy. i think toll's an opportunity. lu f you look for selloffs to get yourself in position. when you look at new orders at 49%, that's great. they talked about february sales being strong. for all those reasons, these home builders still have plenty of room to run.
tweet us using the hash tag bull or hash tag bear. we will have the results at the end of today's show. case closed there. >>> let's trade the home builders. taking a hit today following toll's earnings. pete, give me a read on the space. you heard the argument which can be used towards a number of these names. where do you go from here? >> other than toll, if you look at the volumes, you're talking about very low volume. that tells me institutional folks are not bailing out on...
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Feb 1, 2013
02/13
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CNBC
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couldn't join us this morning but did tell us earlier he plans to hang the blanket in his office. congratulations to you. that's it for us on this dow 14,000 day. as we hit noon let's get to fast money halftime over at post 9. >> thanks, carl, a special edition of halftime today live from the new york stock exchange where we've watched the dow jones industrial average top 14,000 for the first time since 2007. truth is a number of asset classes are making memberorable moves today. we're right here as carl said at post number 9. steve weis, what do you make of what we're doing today and what trade would you make as you sit here today? >> here's what i like. i like the fact that the revisions on the jobs numbers were huge and the market as we've seen consistently with the gdp number this week and the jobs number for january are ignoring any hint of bad news and i'm not so sure it's bad because explainable, you can explain it away and go on higher. so the trend i like is the one that i mentioned yesterday which kind of surprised me actually is being short the bond market, specifically
couldn't join us this morning but did tell us earlier he plans to hang the blanket in his office. congratulations to you. that's it for us on this dow 14,000 day. as we hit noon let's get to fast money halftime over at post 9. >> thanks, carl, a special edition of halftime today live from the new york stock exchange where we've watched the dow jones industrial average top 14,000 for the first time since 2007. truth is a number of asset classes are making memberorable moves today. we're...
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Jan 31, 2013
01/13
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CNBC
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is a bond market bubble upon us? let's ask one of the best in the business, bonnie baha oversees $1 billion at double line capital, a fixed income management firm founded by bond guru jeff gundlah. >> thanks for having me. >> are stocks overbought or bonds oversold? >> are stocks overbought? i would say getting awfully close. look in both financial markets you have markets that have gotten way ahead of the fundamentals in the economy. bonds oversold, you know, jeffrey has said that at around 2% he likes the ten-year relative to other risk assets. when you're seeing junk bonds print with 3% and 4% yields, 2% on something that's "risk free" doesn't look too bad. >> how should people be playing the fixed income space? ultimately that's what people who want to watch the show, best play. >> to be selective and cautious. look, we are going into a bond picker's market. >> how often do you hear that, right? >> when you look at last year the trade was buy anything rated triple c. high yield was up 15%, that's an equity-like r
is a bond market bubble upon us? let's ask one of the best in the business, bonnie baha oversees $1 billion at double line capital, a fixed income management firm founded by bond guru jeff gundlah. >> thanks for having me. >> are stocks overbought or bonds oversold? >> are stocks overbought? i would say getting awfully close. look in both financial markets you have markets that have gotten way ahead of the fundamentals in the economy. bonds oversold, you know, jeffrey has said...
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Mar 13, 2013
03/13
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CNBC
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he joins us live from new york city. vince, welcome. >> thanks for having me. >> so it's reaching an inflection point. which way is it going? it seems to me the data would say it's going up. >> it's going up, but the inflection point is midyear. i'm on steve's camp that i do see some clouds in the very near term. we do have to get past the fiscal constriction. gasoline prices are hurting particularly low-end consumers. but the good news is politicians aren't going to do much more harm. they're going to probably do much good either and we'll see the resilience of a market economy show through. >> gas prices are coming down. the market doesn't seem to be concerned about what's happening in washington, almost relaying the message that you're irrelevant because we're going to new highs. >> i think politicians are in the process of getting -- getting out of the way. our forecast doesn't have any harmony breaking out suddenly and there's a grand bargain, nor does it have a government shutdown or the wheels falling off on the p
he joins us live from new york city. vince, welcome. >> thanks for having me. >> so it's reaching an inflection point. which way is it going? it seems to me the data would say it's going up. >> it's going up, but the inflection point is midyear. i'm on steve's camp that i do see some clouds in the very near term. we do have to get past the fiscal constriction. gasoline prices are hurting particularly low-end consumers. but the good news is politicians aren't going to do much...